Key Points The AI boom is real. Customer commitments reduce near-term risk, but they don’t eliminate long-term uncertainty. The key question isn’t whether AI will transform the economy. It’s whether the incremental dollars invested in AI infrastructure will generate an attractive incremental return. These 10 stocks could mint the next wave of millionaires › $760 … Read more
Breakfast News: 4 CEOs Playing the Long Game
The whipping post
SEPTEMBER 12, 2026 What separates a capable CEO from a great one? It’s not just vision or great timing. When you look closely at the architects of some of the biggest businesses, distinct patterns of greatness begin to emerge. Four Fools — two from Team Rule Breakers, two from Team Hidden Gems — each named … Read more
Is Kodak having a "Kodak moment?" 2 watchlist stocks.
The whipping post
Is Eastman Kodak Company (KODK) now at an operational inflection point? It has been a long road back from digital photography disintermediation, but Eastman Kodak Company (KODK) is showing green shoots. Image Source: Zacks Investment Research Major balance sheet repair, stabilization in the print business, and new end markets like EV batteries and molecular … Read more
1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance
Key Points Vertiv has become a major player in the AI data center build-out by providing essential power and thermal management systems. Vertiv’s $1.45 billion acquisition of Utility Innovation Holdings allows it to expand into microgrid solutions and upstream power architecture. The company stands to benefit from ongoing investments in the data center build-out. 10 … Read more
We’re Just Eight Basis Points From Trouble
Listen to the audio version of this article (generated by AI). Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how Jonathan Rose’s subscribers just made 65% in two weeks Yesterday, the Treasury pulled out its biggest weapon yet – … Read more